Member Consultant II

BECU

Member Consultant II providing financial services and enhancing member experience at BECU. Focusing on customer service and financial wellness within community branches.

Posted 7/2/2026full-timeBellingham • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $26 - $32 per hourWebsite

About the role

Key responsibilities & impact

Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled.
Assist the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.

Requirements

What you’ll need

Bachelor’s Degree or equivalent related experience
Minimum two years of experience in a sales-oriented, financial, or retail environment
Spanish language fluency highly desirable
Thorough understanding of the sales process and ability to manage a sales pipeline efficiently
Strong proficiency and comfort level with learning new systems and programs; with the ability to navigate multiple systems simultaneously
Ability to successfully complete 12-week in-house training program after hire
Comprehensive understanding and knowledge of Credit Union key objectives, product and service solutions
Knowledge of state and federal laws and regulations pertaining to membership, deposit, and loan products and services offered.
Proficient verbal and written communication skills to enable daily communication with Members
Problem resolution, negotiating, organization, multi-tasking and peer coaching skills
Ability to work flexible shifts

Benefits

Comp & perks

401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)
PTO Program + Exchange Program
Tuition Reimbursement Program
BECU Cares volunteer time off + donation match

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales Pipeline ManagementFinancial EducationBudgeting AssistanceDebt ManagementCredit Union Product KnowledgeLoan Document SigningCustomer ServiceProblem ResolutionNegotiatingMulti-tasking

Soft Skills

Verbal CommunicationWritten CommunicationOrganizationPeer Coaching